Role Description

The position  will be responsible for preparing and reviewing client quotations, identifying service needs, and collaborating with departments to determine costs. Utilize Microsoft Excel to model costs for different scenarios and analyze their impacts. The  role will involve optimizing the modeling process to reduce costs and maximize profit, as well as supporting the Finance Business Partner in budgeting, forecasting, and analysis for key corporate decisions.

Duties and Responsiblies 

Cost Modeling 

• Prepare and review quotations for prospective and existing clients

• Identify service needs and requirements then work with other departments to determine the

  related costs

• Model costs for various scenarios in Microsoft Excel and analyze the impacts of each

• Analyze the modelling process and work to eliminate inefficiencies and reduce cost to maximize

  profit and provide competitive quotations

• Develop, maintain, update and use a template to ensure consistency across quotations

• Identify areas for operational or procurement improvement

• Present to relevant parties and discuss issues related to quotations

Forecasting , Budgeting & Planning 

• Execute the budget development process based on a zero-based budget approach 

• Prepare monthly forecasts based on changes to the business, the market and the operating

  environment

• Prepare rolling forecasts quarterly or more frequently if needed to help management make better decisions in order to reach their goals

• Assist with developing business case proposals and plans for expansion projects and new opportunities

Management Reporting 

• Assist the FP&A manager to prepare a monthly reporting package to be presented during the

  management meeting.

• Track performance through charts, graphs and tables monthly or more frequently if the portfolio

  business requires

• Analyze the portfolio business’s revenue mix and profitability by department, customer, industry or through a grouping that provides insights to the business. Monitor trends over time and proactively investigate any areas that stand out

• Track the variance of actual operations against the budgets and forecasts. Investigate large or unusual variances in order to improve future forecasting and to safeguard the business

Decision Support

• Analyze historical financials by reviewing key financial ratios and tracking trends over time and against industry averages

• Track trends over time, identify outliers and work to improve the portfolio business’s operating efficiency

• Monitor financial expenditures throughout any projects

While the above includes a description of the essential functions of the position, other duties may be assigned. This job description is subject to change at the discretion of management

•  Bachelor's degree in accounting or finance 
• Accounting certification ( CPA , ACCA or CIMA ) Highly prferred 
• 3+ year of progressive accounting experiences 
• Fluent in English 
• Through understanding of accounting and financial reporting principles and practices 
• Familiarity with ERP software Systems 

Duties and Responsibilities

Cost Modeling

-

Prepare and review quotations for prospective and existing clients

-

Identify service needs and requirements then work with other departments to determine the

related costs

-

Model costs for various scenarios in Microsoft Excel and analyze the impacts of each

-

Analyze the modelling process and work to eliminate inefficiencies and reduce cost to maximize

profit and provide competitive quotations

-

Develop, maintain, update and use a template to ensure consistency across quotations

-

Identify areas for operational or procurement improvement

-

Present to relevant parties and discuss issues related to quotations

Forecasting, Budgeting & Planning

-

Execute the budget development process based on a zero-based budget approach

-

Prepare monthly forecasts based on changes to the business, the market and the operating

environment

-

Prepare rolling forecasts quarterly or more frequently if needed to help management make better

decisions in order to reach their goals

-

Assist with developing business case proposals and plans for expansion projects and new

opportunities